Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.

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Our advisors

Tom Putney

CFP®

Financial Advisor

Learn more about Tom Putney Visit Tom Putney's website


Our team

Taylor Neithardt

Taylor Neithardt

Financial Planning Specialist

Personal Intro

Taylor served in the United States Air Force from July of 2016 to November of 2022. During that time Taylor served as a Pararescue man, earning his paramedic licensure while attending the University of New Mexico. Taylor grew up in Absecon, NJ. Taylor now resides in Brigantine, NJ. In his free time Taylor enjoys working out, reading, being around family, and attending church events with his wife, Alia.

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